Eric Schmidt said AI will require 100 gigawatts by 2029, called it a crisis.

Eric Schmidt said AI will require 100 gigawatts by 2029, called it a crisis. | Remember when Eric Schmidt said, it was only a year ago, said AI is going to require 100 gawatts by 2029. It's a crisis. We'll never get there.

Remember when Eric Schmidt said, it was only a year ago, said AI is going to require 100 gawatts by 2029. It's a crisis. We'll never get there.

Beneficiaries (23)

Adverse (6)

{
  "nia": false,
  "qty": "100 GW for AI",
  "url": "https://www.youtube.com/watch?v=T8X6kp-pcKs",
  "mode": "CITED_PREDICTION",
  "role": "Cited-Executive",
  "context": "Remember when Eric Schmidt said, it was only a year ago, said AI is going to require 100 gawatts by 2029. It's a crisis. We'll never get there. And America is just incredible. Like when America gets mobilized, it's just the most amazing force in the world.",
  "to_year": 2029,
  "cited_by": "Dave Blundin",
  "verbatim": "Remember when Eric Schmidt said, it was only a year ago, said AI is going to require 100 gawatts by 2029. It's a crisis. We'll never get there.",
  "conv_cues": "crisis",
  "direction": "NUMERIC_TARGET",
  "from_year": 2029,
  "timeframe": "2029",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "prereq",
      "label": "Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) a",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -10,
      "source_id": "SEM_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Training runs costing $10 billion for a single model will commence sometime in 2025.",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -9,
      "source_id": "SEM_008",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic revenue will cross OpenAI revenue in middle of 2026",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -8,
      "source_id": "234_012",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "prereq",
      "label": "Anthropic will exceed OpenAI in revenue this year (2026).",
      "status": "hit",
      "weight": 0.5,
      "ordinal": -7,
      "source_id": "235_002",
      "expected_date": "2026-04-29",
      "observed_date": "2026-04-29"
    },
    {
      "kind": "llm_pre_event",
      "label": "Stargate Abilene flagship reaches ~1 GW operational capacity by mid-2026",
      "source": "Data Center Frontier 2025-Q4 / OpenAI Stargate community announcements",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.7,
      "source_url": "https://www.datacenterfrontier.com/machine-learning/article/55319132/scaling-stargate-openais-five-new-us-data-centers-push-toward-10-gw-ai-infrastructure",
      "expected_date": "2026-09-30",
      "research_origin": "deep_research",
      "measurement_criterion": "OpenAI/Oracle public confirmation that Abilene phase 2 (six additional buildings) is energized and serving training workloads, plus delivery of GB200 racks confirmed via press release"
    },
    {
      "kind": "llm_pre_event",
      "label": "Hyperscaler announces single-site data center campus exceeding 5 GW",
      "source": "Schmidt 'people are planning 10 GW data centers' / Stargate scaling pattern",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.6,
      "source_url": "https://qz.com/eric-schmidt-ai-limit-chips-electricity",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Public filing or press release from Microsoft, Oracle, Google, Meta, Amazon, or xAI commits to a single contiguous campus >=5 GW interconnect with ERCOT/utility approval letter cited"
    },
    {
      "kind": "llm_pre_event",
      "label": "First federal AI-grid coordination policy or grid-emergency order issued",
      "source": "Brookings, Schmidt testimony 'crisis' framing",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.55,
      "source_url": "https://w
... (truncated)